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Reading guide: "Chip war" is white-hot: the Dutch ASML sticks to the market, and China's core welcomes a turning point
Today, with the increasingly complex and changeable global technology landscape, the semiconductor industry has become the focus of international competition. In order to maintain its scientific and technological hegemony, the United States has frequently intervened in the development of the international semiconductor market, not only imposing a ban on chip exports, but also forming alliances with Japan, the Netherlands and other countries to strictly restrict the export of key equipment such as lithography machines. In this fierce "chip war", the statement of the Dutch lithography machine giant ASML has attracted widespread attention, and its attitude of sticking to the market and maintaining shipments seems to indicate that China's chip industry is about to usher in an important turning point.
ASML, as the world's leading manufacturer of lithography machines, has an irreplaceable role in the semiconductor manufacturing process. However, with the intensification of the technology blockade of the United States, ASML is also facing huge export pressure. On the one hand, the United States is constantly pressuring ASML to restrict exports, and on the other hand, the domestic market is very important for ASML and is an important driver of its business growth. In this context, ASML's statement is particularly crucial.
Recently, Dutch Prime Minister Rutte made it clear during his stay at home that the Netherlands will ensure that export control measures are not specific to a specific country and work to reduce the impact of export restrictions. This statement undoubtedly provides strong support for ASML to continue to supply to the market. Rutte stressed that the Netherlands will always try to reduce the impact and avoid shocks to the supply chain, and thus the overall economic relationship. This shows that the Netherlands strives to maintain a balanced and prudent approach to export control issues.
In fact, ASML's dependence on the domestic market cannot be ignored. According to the financial report, the domestic market has become ASML's second largest market, with its lithography system sales accounting for more than 29% and reaching billions of euros. This means that if ASML is forced to abandon the market, it will be a major blow to its business. Therefore, ASML made it clear in its statement that it will not give up the market easily and will continue to ship within the allowed range.
This statement is undoubtedly a positive signal for China's chip industry. For a long time, we have been facing the double dilemma of technical bottlenecks and market blockades in the semiconductor field. The export restrictions of the United States have seriously restricted the development speed and quality of our chip industry. However, as key equipment suppliers such as ASML stick to the market and maintain shipments, our chip industry is expected to gain more development opportunities and space.
At the same time, this also marks a turning point in China's chip industry. In the face of external pressure and challenges, China's chip industry must accelerate the pace of independent innovation and improve its core technical capabilities. Only through independent innovation can we truly get rid of the dependence on external technology and achieve the sustainable development of the industry. In this process, enterprises and all sectors of society need to work together to form a joint force and promote the continuous development of the chip industry.
Of course, we also need to be soberly aware that the development of the chip industry is a long-term and complex process. Although the statements of ASML and other companies have brought a ray of light to the chip industry, more efforts and patience are needed to truly realize the rise and strength of the industry. We need to strengthen basic research and personnel training to improve the overall level of the industrial chain; we need to strengthen international cooperation and exchanges, absorb and learn from advanced international experience and technology; we also need to strengthen market supervision and intellectual property protection, so as to create a good environment for industrial development.
In this fierce "chip war", every slight movement may trigger major changes in the industrial landscape. The statement of ASML of the Netherlands has undoubtedly brought new hope and opportunities to the chip industry. At the same time, however, we must remain sober-minded and firm in our confidence to respond to various challenges and difficulties with a more open and pragmatic attitude. Only in this way can we be invincible in the fierce international competition and realize the rise of the chip industry, what do you say?